By Alesha Mathis
5
22 ratings
The podcast currently has 21 episodes available.
Understanding the Importance of Major Gifts in Nonprofit Fundraising
In this conversation, Nancy Rieves, a fundraising coach and an expert at raising major gifts, provides insights into nonprofit fundraising. After sharing her personal journey into fundraising, she discusses her belief in the transformative power of focusing on large gifts. She underscores the role of fundraisers as a conduit for people who can give and those in need. The discussion highlights the significance of understanding and identifying large gifts, discovering potential donors, and maintaining authenticity when communicating with potential donors. Rieves also shares her three-point test for identifying potential large gift donors: passion for the cause, means to give, and philanthropy. Towards the end, she mentions several resources available on her website, including free trainings and a fundraising plan template.
00:00 Introduction and Guest Introduction
00:26 Nancy Rieves: The Fundraising Coach
01:41 Nancy's Journey into Fundraising
04:04 The Importance of Major Gifts in Fundraising
05:21 Nancy's Success Story with Major Gifts
06:59 Understanding the Role of a Fundraiser
08:07 Defining Major Donors and Major Gifts
13:23 Identifying Potential Major Donors
15:45 The Philanthropic Mindset
21:14 How to Approach and Talk to Major Donors
21:51 Starting Point: The Art of Asking
22:04 Keeping the Donor Central: Shifting the Focus
22:54 Connecting the Dots: Engaging with Potential Donors
23:35 The Art of Asking for Advice
24:00 The Importance of Being Yourself in Fundraising
24:19 A Personal Anecdote: The Lake House Story
28:26 The Pitfalls of Being Perceived as Having an Agenda
30:02 Building Genuine Relationships with Donors
31:27 The Importance of Asking: Overcoming the Fear
34:18 Where to Find More Fundraising Resources
41:14 Closing Remarks and Future Conversations
Contact Nancy
Website: https://fundraisingmaximized.com/
YouTube: https://www.youtube.com/@FundraisingMaximized
The first time I saw financial statements, it was a different language. Fortunately, I was in an Accounting class and I learned how to read and put them together. When I sat on my first nonprofit Board, I was glad to have someone experienced in those documents in charge of getting them to the members. I never had to wonder which documents I needed.
If you’ve never sat in a Board meeting, you have no idea of the financial documents you need to fulfill your legal duties to the nonprofit. Today, we talk to Sandra Ray, CPA about those financial statements. Sandra specializes in nonprofit tax law and accounting so she understands what Boards need to stay legal.
In this episode, we go into who is responsible for creating and presenting these documents, the exact documents your Board needs, and why these statements are necessary.
Resources mentioned in this episode:
Sandra’s Contact Information
Website- www.sandraeraycpa.com
LinkedIn- Sandra E. Ray, CPA
Facebook- Sandra E. Ray, CPA
Facebook Group: No Nonsense Nonprofits
Email for samples of the documents discussed: [email protected]
Episode transcript: Transcript
Explore Further:
- Join The Nonprofit Founder’s Club™ free Facebook Group
- Download the free A Founder's Guide to Building a Nonprofit Without Being the Sole Funder
- Join the email list that gives you more tips and information monthly
- Check out the Nonprofit Founder’s University where you can get courses to help you build your nonprofit.
- Have you checked out the book I Have My 501(c)3! Now What?!? It’s available on Amazon.
- Do you want to get support to implement all the things? Join the Nonprofit Founder’s Society today.
As we wrap up this series on social media, I give tips to help save time getting posts that work out into the world where they belong.
Topics discussed in this episode:
- Key Components of a System [1:24]
- Decide on Goals [1:36]
- Decide on Your Content Categories [4:15]
- ACT-R Content Categories [4:41]
- Decide on Your Schedule [6:10]
- Schedule Your Post [7:22]
- Use Templates [9:00]
Resources mentioned in this episode:
- Strategy Episode: What is Social Media Strategy and Why Should You Care? [1:40]
Episode transcript: Tips for Getting it all Done
Explore Further:
- Join The Nonprofit Founder’s Club™ free Facebook Group
- Download the free A Founder's Guide to Building a Nonprofit Without Being the Sole Funder
- Download the free Social Media Planner to help you get clear on how your social media fits your marketing strategy.
- Join the email list that gives you more tips and information monthly
- Check out the Nonprofit Founder’s University where you can get courses to help you build your nonprofit.
- Have you checked out the book I Have My 501(c)3! Now What?!? It’s available on Amazon.
- Do you want to get support to implement all the things? Join the Nonprofit Founder’s Society today.
Look for Season 3 in February 2023. We will talk Boards and Grants!
Many people do not understand that personal Facebook profiles and business Facebook pages are different in how you approach them. In this episode, we’ll look at the mistakes made when you don’t treat your nonprofit’s business profile page as a business page.
Topics discussed in this episode:
- The number one mistake people make with social media [1:42]
- Tips for your business page [2:45]
- Metrics explained [4:38]
- Look Alike Audiences and why they matter to your page [5:55]
- Content is important [7:43]
- What content should you post? [t9:00]
- Ways to get on the same page[10:28]
- Success can derail you [12:28]
Resources mentioned in this episode:
- Infrastructure Episode: I Have My 501(c)3! Now What? You Build a Successful Nonprofit [1:40]
- Infrastructure Episode: Build the Infrastructure for Your Nonprofit to Receive Funding [1:40]
- Infrastructure Episode: Build Your Nonprofit Through the Fundraising Pillar [1:40]
- Social Media Planner [2:47]
- Content Episode: The Donor Journey for Social Media: Your Guide to Content [7:45]
- Donor Journey Episode [7:55]
Episode transcript: Mistakes Made with Social Media
Explore Further:
- Join The Nonprofit Founder’s Club™ free Facebook Group
- Download the free A Founder's Guide to Building a Nonprofit Without Being the Sole Funder
- Download the free Social Media Planner to help you get clear on how your social media fits your marketing strategy.
- Join the email list that gives you more tips and information monthly
- Check out the Nonprofit Founder’s University where you can get courses to help you build your nonprofit.
- Have you checked out the book I Have My 501(c)3! Now What?!? It’s available on Amazon.
- Do you want to get support to implement all the things? Join the Nonprofit Founder’s Society today.
How Do You Establish Your Nonprofit on Facebook When You are New
Episode summary introduction: How do you establish your social media account when you are new? It’s a question I’ve asked and so have many Founders. It’s hard to get things started. In this episode, we take a look at different strategies that help establish a new social media account and the pitfalls to avoid.
Topics discussed in this episode:
- How to Leverage Your Personal Profile [056]
- Asking Friends [1:47]
- Get Your Board Involved [3:07]
- Attract Your Ideal Donor [4:41]
- Be Consistent [7:56]
- Get Social [9:13]
- What Not to Do [10:08]
Resources mentioned in this episode:
- Ideal Donor Challenge in Nonprofit Founder’s Club™ free Facebook Group [5:25]
Episode transcript: How Do You Establish Your Nonprofit on Facebook When You are New
Explore Further:
- Join The Nonprofit Founder’s Club™ free Facebook Group
- Download the free A Founder's Guide to Building a Nonprofit Without Being the Sole Funder
- Download the free Social Media Planner to help you get clear on how your social media fits your marketing strategy.
- Join the email list that gives you more tips and information monthly
- Check out the Nonprofit Founder’s University where you can get courses to help you build your nonprofit.
- Have you checked out the book I Have My 501(c)3! Now What?!? It’s available on Amazon.
- Do you want to get support to implement all the things? Join the Nonprofit Founder’s Society today.
Social media is easier when you understand the journey your donor will go through on social media. In this episode, we discuss what the donor journey looks like and give examples of posts for each stage.
Topics discussed in this episode:
- What is the Donor Journey? [0:59]
- Donor Journey on Social Media [1:52]
- 4 Stages a Donor Goes Through on Social Media [1:58]
- Examples [4:20]
Resources mentioned in this episode:
- Ideal Donor Challenge in Nonprofit Founder’s Club™ free Facebook Group [1:58]
- March Social Media Posts That Get Your Cause Noticed [4:20]
Episode transcript: The Donor Journey for Social Media
Explore Further:
- Join The Nonprofit Founder’s Club™ free Facebook Group
- Download the free A Founder's Guide to Building a Nonprofit Without Being the Sole Funder
- Join the email list that gives you more tips and information monthly
- Check out the Nonprofit Founder’s University where you can get courses to help you build your nonprofit.
- Want to get support to implement all the things? Join the Nonprofit Founder’s Society today.
Today’s episode walks you through the Social Media Planner for nonprofits so you can get clear on your social media purpose and goals, your accounts, your audience, and everything you need to make the most of your nonprofit’s social media.
Topics discussed in this episode:
- Doing this now keeps you focused, consistent, and intentional on social media [01:16]
- What is the Purpose and Goals [1:56]
- Where does this platform fit into our donor funnel? [5:00]
- What are the organizational goals this account supports? [8:09]
- Who do we want to reach? [8:51]
- What are your goals for this channel? [9:25]
- Positioning Statement [11:00]
- Post Types [17:50]
- ACT-R [20:21]
Resources mentioned in this episode:
- Social Media Planner
- Donor Funnel
- Positioning Statement Template
(Nonprofit’s Social Media Channel) helps (market) with (problem) by (solution) so (transformation).
- Domino Belief Template
(Vehicle) is the (superlative) way to (outcome).
- Ideal Donor Challenge can be found in Nonprofit Founder’s Club™ free Facebook Group
Episode transcript: S2Ep8: Getting Clear: The Social Media Planner
Explore Further:
- Join The Nonprofit Founder’s Club™ free Facebook Group
- Download the free A Founder's Guide to Building a Nonprofit Without Being the Sole Funder
- Join the email list that gives you more tips and information monthly
- Check out the Nonprofit Founder’s University where you can get courses to help you build your nonprofit.
- Want to get support to implement all the things? Join the Nonprofit Founder’s Society today.
We are starting a series on Social Media and Nonprofits. I want us to explore what role social media plays in nonprofit work through strategy, how to use it efficiently and effectively through the Donor Journey, how to set your social media up for success through The Social Media Worksheet, and what mistakes to avoid with your social accounts.
A New Nonprofit's Social Media Strategy to Gain Funding
It's no secret that social media is a powerful tool. Whether you're a for-profit business or a nonprofit, social media can help you reach your goals. For nonprofits, social media can help with fundraising, donor relations, organizational branding, and more. But it's not as simple as setting up accounts and posting away. You need a strategy if you want to make the most of social media for your nonprofit. In this article, we'll discuss the basics of nonprofit social media strategy and give you some tips for getting started.
Topics discussed in this episode:
- Start with Strategy [00:02:00]
- Purpose and Goals [00:03:00]
- What Are Your Strategic Reasons? [00:06:00]
- Where does this platform fit into your funnel? [00:07:30]
- Determine your platform. [00:12:15]
Episode transcript
Explore Further:
- Join The Nonprofit Founder’s Club™ free Facebook Group
- Download the free A Founder's Guide to Building a Nonprofit Without Being the Sole Funder
- Join the email list that gives you more tips and information monthly
- Check out the Nonprofit Founder’s University where you can get courses to help you build your nonprofit.
- Want to get support to implement all the things? Join the Nonprofit Founder’s Society today.
Today’s bonus episode is all about email marketing for the nonprofit. Bobby Klinck is an email marketing expert who goes through why email marketing is important to nonprofits and the different emails a nonprofit organization needs.
We talk about how email can strengthen relationships and turn your list into donors and advocates.
Bobby also talks about his new book Email Marketing that Doesn’t Suck and his special offer to us if we buy his Kindle Edition for .$99 this week only! He is also holding a Live Virtual Event FOR FREE if you buy his book the week of May 3rd. And you will get a seat at my table so we can get your emails written.
(Note: Did you miss out on this deal? Subscribe to the podcast so you won't miss out again.)
About Bobby Klinck
Bobby is a Harvard Law Grad turned entrepreneur who built a thriving multiple six-figure business selling the most boring thing ever (legal templates) primarily through email. In the process, his emails have built a cult following because they're actually fun to read. Bobby is my business coach (yes, even I need a coach and mentor) and I have asked him on today to share his insights to email and how the nonprofit can use it.
Topics discussed in this episode:
- Bobby’s Journey from Boring Lawyer to Rebel Online Entrepreneur [00:03:11]
- Importance of a Company’s Brand Presence [00:12:00]
- How Founders Start as the Brand Voice [00:13:14]
- The Purpose of Email Marketing [00:14:43]
- How to Approach Email [00:18:53]
- Using Email Marketing to Build Relationships [00:20:15]
- Making People Ambassadors [00:26:20]
- How Bobby’s Email Methodology Comes from Principles of Marketing, Psychology and Messaging [00:27:49]
- The Email Jouney Your Donors Travel [00:30:30]
- The Structure of Your First Email [00:31:40]
- The Welcome Sequence [00:35:10]
- Your Regular Emails [00:37:37]
- Fundraising Emails [00:39:25]
- Email Newsletters [00:31:40]
- Bobby’s Special Offer to You [00:54:37]
- The Free Email Event and Offer Just for You [00:57:11]
Episode transcript
Explore Further:
- Join The Nonprofit Founder’s Club™ free Facebook Group
- Download the free A Founder's Guide to Building a Nonprofit Without Being the Sole Funder
- Join the email list that gives you more tips and information monthly
- Check out the Nonprofit Founder’s University where you can get courses to help you build your nonprofit.
- Want to get support to implement all the things? Join the Nonprofit Founder’s Society today.
Bobby’s Links
We have a different type of episode today. I’m interviewing Shakira Releford as the Founder/Executive Director of Connecting Youth Achievement Center. We are talking about challenges she has faced and is facing as a Founder. Join us as Shakira shares her experiences of being a Founder from start to building.
About Shakira Releford:
Shakira is the Executive Director of Connecting Youth Achievement Center, a nonprofit that provides behavior management services and social and emotional support for minority youth experiencing various health disparities. Shakira is also the host of two podcasts, Nonprofit UNPLUGGED and Boss Buildrs (both on all directories). She is committed to inspiring others to live their lives with purpose, on purpose, and has a passion for seeing others succeed in life.
Topics discussed in this episode:
- Shakira’s Nonprofit Founder’s Journey [timestamp]
- It wasn’t an overnight journey [08:55]
- Challenges Shakira faced as a Founder [09:59]
- Challenges Shakira still faces as a Founder [15:55]
- Shakira’s productivity tip [26:19]
- Shakira’s thoughts on competition [27:51]
- Shakira’s Life Purpose and her thoughts on that [31:21
Episode transcript: Transcript of the episode’s audio.
Go Deeper:
- Shakira’s Podcast Nonprofit UNPLUGGED (podcast)
- Shakira’s Free Workbook www.nonprofitunplugged.com/workbook
- Join The Nonprofit Founder’s Club™ free Facebook Group
- Download the free A Founder's Guide to Building a Nonprofit Without Being the Sole Funder
- Join the email list that gives you more tips and information monthly
- Check out the Nonprofit Founder’s University where you can get courses to help you build your nonprofit.
- Want to get support to implement all the things? Join the Nonprofit Founder’s Society today.
The podcast currently has 21 episodes available.